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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,540 | $185,312+11.5% | $161,489+27.9% | $154,746+33.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.53% | 103.84%-90.3pp | 89.72%-76.2pp | 172.34%-158.8pp |
| Employer contribution / active EE | $7,175 | $4,769+50.5% | $4,268+68.1% | $4,379+63.9% |
| Participant deferral / active EE | $2,631 | $6,350-58.6% | $5,630-53.3% | $6,730-60.9% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |